Client Support Specialist -Hourly rate $23.00 HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets under management. HBKS Wealth Advisors is part of the HBK CPAs and Consultants (HBK) family of companies; HBK is a top 50 accounting and business consulting firm. As an industry leader and innovator, HBKS is investing in resources and technology to ensure long-term growth. Growth requires talent, so …
Jobs
Client Support Specialist
Financial Planning Analyst
Landmark Wealth Group Landmark Wealth Group is an organization focused on growth, excellence and opportunity. Our mission is to be an essential partner in our clients pursuit of financial success. Landmarks strategy is to work cohesively with our clients, colleagues and community business partners to achieve the best results for all stakeholders. Position Summary The Landmark Financial Planning Analyst position offers a unique opportunity to work directly with Lead Financial Advisors and Firm Principals to provide in-depth insight into financial …
Operations Specialist
Job Description: Rapidly growing Commercial Equipment Financing Company is seeking to add a new Operations Specialist. This full-time team member will be responsible for providing credit and operational support to our existing clients in a team environment, and work with our sales team to process new transactions from new and existing clients. Duties: Getting new client transactions started in our proprietary system. Interviewing customers to make sure we have all of the required information to make a sound credit decision. …
Audit Associate (Shenzhen)
Major Responsibilities & Duties Become oriented with Firm’s practices, policies and culture Be familiar with Firm’s procedures, forms, audit software and online research tools Continue to work towards advancing knowledge of GAAP, GAAS and other professional standards; keep current on professional pronouncements (i.e., FASB/ASC pronouncements) Become proficient at auditing financial statements for clients from different industries Become familiar with the processes of small-to-medium size Chinese entities IPO in the US Assume responsibility for various areas of multiple audits under supervision …
Audit Associate (Beijing)
Major Responsibilities & Duties Become oriented with Firm’s practices, policies and culture Be familiar with Firm’s procedures, forms, audit software and online research tools Continue to work towards advancing knowledge of GAAP, GAAS and other professional standards; keep current on professional pronouncements (i.e., FASB/ASC pronouncements) Become proficient at auditing financial statements for clients from different industries Become familiar with the processes of small-to-medium size Chinese entities IPO in the US Assume responsibility for various areas of multiple audits under supervision …
Accountant or Certified Public Accountant
We are seeking a detail-oriented and experienced Accountant or Certified Public Accountant (CPA) to join our dynamic team, with a strong focus on individual and business tax preparation. The ideal candidate will have hands-on experience in preparing and reviewing tax returns, along with a solid foundation in regulatory reporting, corporate accounting, and financial management. This role offers the opportunity to work closely with clients, ensuring compliance and delivering accurate, timely tax services that support their financial goals. Key Responsibilities Communicate …
Financial Sales Consultant
About Masterworks Masterworks is a fintech platform that allows anyone to invest in SEC-qualified shares of multi-million dollar paintings by names like Banksy, Basquiat, and Picasso. In just three short years, we have built a portfolio of nearly $800 million in world-class artworks, introducing over 700,000 individuals to the $1.7 trillion art market. Masterworks has been covered by major media publications such as The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recently recognized …
Remote District Manager Trainee
Company Overview: Primerica is a leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. We provide personalized solutions and exceptional service through a team of passionate professionals. We offer entry-level opportunities with flexible schedules and remote work options via Zoom. Position Overview: We’re looking for motivated individuals to join us as Entry-Level Financial Services Representatives. This role is perfect for those starting a career in financial services and who value flexible, remote work. You’ll receive …
Sales Associate
About Masterworks: Masterworks is a fintech platform that allows anyone to invest in SEC-qualified shares of multi-million dollar paintings by names like Banksy, Basquiat, and Picasso. In just three short years, we have built a portfolio of nearly $800 million in world-class artworks, introducing over 700,000 individuals to the $1.7 trillion art market. Masterworks has been covered by major media publications such as The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recently recognized …